Financial Service Representative
One Detroit Credit Union
What’s your motivation? Opportunity, Creativity, Contribution? It’s all a part of working at One Detroit Credit Union! We are a mission driven credit union committed to empowering our members and strengthening our community. When you join 1DCU you become part of a team that values people, purpose and community impact. If you are looking for a role where you can make a difference every day, we encourage you to apply. Responsibilities Provides accurate, courteous, and timely professional service to existing and prospective members. Ability to operate branch working independently with little or no supervision. Meet and exceed branch membership and lending goals and objectives. Ability to build relationships with members and identify opportunities to cross sell credit union products and services to enhance their financial well-being. Process loan and new membership applications ensuring proper credit union processes are followed and adhered to. Process transfers between accounts and automatic distribution forms, recording all transactions according to member's request and credit union guidelines. Perform credit card advances, receive loan payments, and service charge payments as required. Assist members by providing information and answering questions about the credit union services and requirements/eligibility. Qualifications High school diploma or GED required. Some college level coursework preferred. Two years prior banking and customer service experience. Identifying opportunities to enhance member financial needs, goals and objectives. Excellent interpersonal and communication skills. Ability to handle confidential information with discretion. Basic computer skills and familiarity with financial systems. Professional business-like appearance. Must have a strong interest in giving back to the community. What sets you up for Success A passion for helping others. Strong problem-solving skills. A positive team-oriented attitude. Commitment to delivering outstanding service. #J-18808-Ljbffr One Detroit Credit Union
- ...Kroger stores. Branch Hours Monday - Friday: 10:00 a.m. - 7:00 p.m. Saturday: 10:00 a.m. - 3:00 p.m. Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services Representative to join us. The person in this position will report to the...SuggestedMonday to FridayFlexible hours
- ...risks of everyday life, recover from the unexpected and realize their dreams. We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health...SuggestedFor contractors
$70k - $100k
...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary...SuggestedWork at officeFlexible hours$60k - $80k
...for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate,...SuggestedFull timeFor contractors- ...professional to join their winning team for the role of Financial Account Representative - State Farm Agent Team Member. We seek an energetic professional... ...Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance...Suggested
- ...A leading financial services provider in Detroit is looking for motivated individuals to join as Financial Advisors. You will build strong client relationships, use tailored strategies to help clients achieve financial freedom, and enjoy a performance-based income with...
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1 week ago Be among the first 25 applicants Magellan Financial & Insurance Services, Inc. provided pay range This range is provided by Magellan Financial & Insurance Services, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter...Full timeFlexible hours$120.56k
...Financial Professional: Are you a leader who has the following traits? • Competitive •... ...company and a leader in the financial services industry, will invest in you from the start... ...by properly licensed registered representatives through NYLIFE Securities (member FINRA...Full timeContract workFor contractors$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours$20 - $24 per hour
...Above Lending is a next-generation financial services company. We provide simple and transparent products aimed at helping our clients achieve their personal finance goals. With competitive rates and personalized support, our mission is to simplify the lending process...For contractorsRemote workShift work$19.23 - $28.37 per hour
...our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in... ...and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shift$58.44k - $93.5k
...Magellan Federal is looking for a Personal Financial Counselor in Southfield, MI, to provide financial counseling services to military service members and their families. The role includes personal financial management, class coordination, and communication with military...Remote work$85k - $100k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory...Local area- A leading financial services firm in Michigan is seeking a Financial Planning & Analysis Professional (FP&A) to develop financial analysis processes, enhance client relationships, and prepare comprehensive financial reports. The ideal candidate will have over 6 years of...Full time
$85k - $100k
...enhance client relationships through active participation in the financial planning process. Responsibilities include creating and... ...collaborates with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the...Work at officeLocal area- ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...
$15 per hour
...Customer Service Representative As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need—right when they need it the most. You'll play a pivotal role in our high-performance environment by building connections...Hourly payFull timeTemporary workCasual workWork at officeLocal area$105k - $250k
...experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct thorough discoveries to... ...stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance...Temporary workLocal areaFlexible hours- ...membership working diligently to process their financial transactions and find positive... ...and cross-sell financial products and services to meet the current and future financial... ...growth targets. Serves as a professional representative of the credit union through all member...Temporary workWork at officeFlexible hours
- A financial services company in Dearborn, MI is seeking a Loan Officer to run their business remotely under its umbrella. The ideal candidate will have an active NMLS/MLO license, strong relationship-building skills, and a proven track record in closing loans. This role...Remote work
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...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ...business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making...Full timeTemporary workPart timeWork experience placementWork at office- Lindenwood is seeking a Financial Aid Advisor responsible for overseeing financial aid operations across multiple campuses. The role requires providing exceptional customer service, compliance with regulations, and oversight of student accounts. Candidates should possess...
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- A financial services firm is seeking passionate and motivated individuals to conduct virtual consultations with clients, assessing their financial needs. This position offers flexibility with work-from-home options and is ideal for those looking to grow their career while...Remote jobWeekly payWork from homeFlexible hours
- ...provide tailored wealth management advice. Candidates should have four or more years of experience in private wealth management or financial services, possess relevant licenses, and demonstrate exceptional client focus and analytical abilities. The role offers the chance to...
- ...their Michigan team. The role involves client consultation, application processing, and relationship building to foster trust in financial services. Candidates should have a minimum of 2 years in the mortgage industry, SAFE licensure, and possess excellent communication...Full time
$58.44k - $93.5k
Overview This position provides personal financial services at assigned military installations. The counselor delivers a full breadth of personal financial counseling to military service members and their families, including one‑on‑one counseling, briefings, presentations...Temporary work- HFA Dedicated Financial Advisor - Advice Center page is loaded## HFA Dedicated Financial Advisor - Advice Centerremote type: Officelocations... ...:*** Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions...Full timeTemporary workH1bWork at officeRemote workWork from homeFlexible hours
- ...and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key...Work at officeFlexible hoursShift workWeekend workDay shift
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